Institutional Sales Account Executive

PCS Research Group LLC; New York (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

PCS Research Group LLC is seeking an Account Executive to engage with portfolio managers and analysts at leading hedge funds and institutional asset managers. You will schedule meetings, assess investment styles, and recommend the most suitable research service.

The role requires strong communication, relationship-building, and the ability to collaborate across marketing channels to grow revenue and advance within the organization.

Responsibilities

• Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers.
• Analyzing investment styles and portfolio holdings to determine the best matched research service for prospective clients.
• Maintaining correspondence with prospective clients to advance the sales process.
• Collaborating with colleagues to develop and execute sales strategies across digital and traditional marketing channels.
• Tracking team revenue, projected revenue and the sales pipeline on a daily basis.
• Commitment to advancing knowledge of financial markets and investments to prepare for advancement within the organization.

Job description

PCS Research Group is seeking an Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers.Primary responsibilities include:

• Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers.
• Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client
• Maintaining correspondence with prospective clients to advance the sales process
• Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels
• Tracking team revenue, projected revenue and the sales pipeline on a daily basis
• A commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization